From the development momentum of medical distribution，The future market will enter the "oligopoly era"。Shanghai Pharmaceutical (601607.SH) Vice President Ge Jianqiu in an interview，Corrected a report from our reporter。"I think if I will form three oligarchs in the future，It should not be Shanghai medicine、China Medicine and Kyushu Tong，but Shanghai Medicine、China Medicine and China Resources Pharmaceutical。”
    Different from other ownership companies is，State -owned background to help the above three companies implement the merger and acquisition process，Have the right to speak in the same kind of speech、Encounter less resistance; and strong strength，It is more attractive to local governments and enterprises。
    But，Questions come with it，A decrease in the distribution level can really reduce the virtual high drug price? On the Second Health Summit Forum of China Institute of Technology and Industry held last week,，Professor Gu Xin, a professor at Peking University, gave a vivid example。
    Hunan Changsha City Xiangya Second Affiliated My stake betting appHospital，The asparagus tablets with a factory price of 15.5 yuan are sold to 213 yuan。Actually，The pharmaceutical factory in Sichuan does not make money，And the price of local wholesalers in Hunan is only 30 yuan，Non -profit。
    But when I arrive at the hospital,，The purchase price has reached 185 yuan。Since the medicine has not participated in centralized bidding，So，This medicine is sold in the form of guidance price in Hunan，136 yuan。and in all parts of the country，The bidding price of asparagus tablets is: Guangdong Jiangmen 190 yuan，115 yuan in Jinan, Shandong，Heilongjiang 160 yuan，Henan 133 yuan。
    From wholesale to government bidding，Actually becoming the largest link of the price increase。This maximum 600%increase in price increase，How did it happen? Gu Xin thinks that the bidding price needs to be sophisticated，Those experts from major hospitals，Since these experts are beneficiaries for high -priced drug sales，So，It is difficult for them to be in the formulation of the bidding price of the medicine，tend to low price。
    Hospital with "selling medicines for living"，Also choice for expensive medicine，10 yuan increased price 15%and 100 yuan price increase 15%，The hospital naturally chooses the latter。
    How to change the level of drug distribution，From 30 yuan wholesale price to the purchase price of 185 yuan in the hospital，The "last mile" of the drug into the hospital has become the most increased price increase，The hospital is based on 185 yuan，15%sales，The final retail price of 213 yuan was formed。
    Composition of the difference，Gu Xin said，According to the practice，50%used to take a doctor or hospital，40%is to eat medical representatives at all levels，10%is various invoicing costs。For the hospital，Only 15%of the medicine bonus is not enough to maintain operating costs in major hospitals。
    and the hospital's choice My stake betting appof high -priced drugs，Reverse elimination，Let the pharmaceutical company be in bidding，constantly raising the price of drugs，Only the price is high，Only the hospital is willing to "sell on behalf of"。Low -priced drugs cannot win the bid，Causes many pharmaceutical companies to convert dosage，Differentiated to face the next year and then participate in bidding at a high price。This replacement dosage form、The situation of the name，A few years ago, it also directly led to the chaos of domestic drug registration。
    Gu Xin thinks，The cause of drug prices and high prices is not to be solved by pharmaceutical and distribution。Domestic drug bidding system，Major pharmaceutical companies target high marketing costs for hospital doctors，and the impulse to sell high -priced medicines in the hospital，is the most fundamental reason that causes the price of drugs to be false。
    and the process of pharmaceutical and distribution links from decentralized to concentration，It will only upgrade the public relations means of pharmaceutical companies，From the public relations doctor to the public relations hospital; from a simple rebate upgrade to sponsor abroad for inspection、Sponsoring domestic academic conference、Scientific research funds of the sponsor department。
    Sales director of a state -owned pharmaceutical company said，Dested，Multinational companies have upgraded marketing public relations activities to latter，and the public relations methods of domestic pharmaceutical companies are still in a relatively simple stage。
    As for the symptoms of high drug prices，Gu Xin thinks，lies in the government's control of drug prices，"The price of all private hospitals is lower than that of public hospitals，This is a good evidence。”
    Another problem that focuses on the oligopoly is，Increases the ability to negotiate bargaining，Will the price of drugs stake betting appbe raised? This，The distributor thinks not，Drug sales levels have changed from the original four or five layers to the current one or two layers，links are compressed，The cost is decreasing。But the drug producer does not think so，Sales director of a state -owned pharmaceutical company said，Price rise is certain，but，"The most profitable link is always the hospital sales link，Production and distribution，The actual original profits are very thin "。
    Analyst's point of view
    Huang Dingyi First Financial Research Institute
    my country's pharmaceutical business from "decentralized" to "concentration" is an inevitable trend，Pharmaceutical centralized bidding procurement system is an important promoter to accelerate this process，But this system itself has many defects and imperfections，and the reform of public hospitals is still being explored，plus "local protectionism" in the specific execution process，In fact, it has not been able to achieve the original intention of "survival of the fittest"。Being in this chaotic market environment，In the short term，It is estimated that most small and medium -sized logistics companies may not die quickly as they imagine。For some small and medium -sized circulation companies with local network advantages，The future development may also be complementary to large enterprises，Get a certain status and opportunity。
    Guo Fanli Chief Researcher of China Investment Consultant Medical Industry
    Although the statement of the selection of basic drugs and procurement enterprises has not introduced a unified standard，But overall view，Still the scale of circulating enterprises、Covering range、Service ability、Filtering the conditions and credibility of hardware facilities。So，Obviously it is beneficial to large pharmaceutical circulation enterprises and regional leading enterprises。
    I agree with the alliances My stake betting appof small and medium -sized circulation enterprises，In the process of continuous penetration of large pharmaceutical circulation companies such as Chinese medicine，Small and medium -sized circulation enterprises "holding group heating"，The implementation of alliances is no longer a measure of authority but necessary for development。But this kind of alliance should give full play to the advantages of various families，Reasonable allocation business，Balanced interests，Based on the "seeking common ground while depositing"，Integrate various corporate culture into one，For the purpose of further control terminal，Radiation More areas。There is a direct relationship between the transformation of the alliance of small and medium -sized circulation companies and the market situation，Now there are a group of "test water" companies，If the form of "alliance" can be successful in the end，That will not only affect the local pharmaceutical circulation enterprise pattern，It may also cause a new round of market change in the industry。